Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Solutions Overview

• 1.1 Imaging Solution Overview
  • 1.1.1 Imaging Scenario 1: Processing Invoices
    • 1.1.1.1 Keying Entries From Images
  • 1.1.2 Imaging Scenario 2: Capturing Employee Supporting Documents
  • 1.1.3 Imaging Scenario 3: Viewing Supporting Employee Documents
• 1.2 Managed Attachments Solution Overview
  • 1.2.1 Attachments Scenario 1: Capturing Employee Identity Documents
  • 1.2.2 Attachments Scenario 2: Viewing and Editing Employee Identity Documents

2 Using the Imaging Solution

• 2.1 Displaying the Imaging Solution From the Business Application
• 2.2 Working with the Task List
  • 2.2.1 Viewing and Selecting Tasks
  • 2.2.2 Automatically Selecting Tasks
  • 2.2.3 Releasing Tasks
  • 2.2.4 Customizing the Task List Display
    • 2.2.4.1 Hiding or Displaying Columns
    • 2.2.4.2 Reordering and Resizing Columns
    • 2.2.4.3 Detaching the Display
  • 2.2.5 Sorting Tasks
  • 2.2.6 Searching for Tasks
• 2.3 Performing Tasks
  • 2.3.1 Viewing Document Images
  • 2.3.2 Customizing the Task Viewer Display
  • 2.3.3 Selecting Users or Groups
  • 2.3.4 Selecting Items
  • 2.3.5 Viewing and Entering Comments

3 Using the Managed Attachments Solution

• 3.1 Viewing Attachments
  • 3.1.1 Displaying Managed Attachments in the Business Application
  • 3.1.2 Viewing Attached Documents
  • 3.1.3 Viewing Documents in AutoVue
  • 3.1.4 Configuring Fields For Display
  • 3.1.5 Viewing a Document's Information
• 3.2 Attaching and Detaching Documents
  • 3.2.1 Checking In and Attaching a Document
  • 3.2.2 Checking Out Documents and Undoing Check-outs
  • 3.2.3 Scanning Using Oracle Distributed Document Capture
  • 3.2.4 Attaching From the Content Server Repository
  • 3.2.5 Detaching a Document
• 3.3 Editing Attachments
  • 3.3.1 Opening or Saving a Document
  • 3.3.2 Editing a Document in Its Native Application
  • 3.3.3 Updating a Document's Metadata
  • 3.3.4 Working With Document Revisions
  • 3.3.5 Deleting a Document on Content Server
• 3.4 Finding Attachments
  • 3.4.1 Searching for Documents on the Content Server Repository
  • 3.4.2 Searching Within the Attachments List

A Imaging Solution Screens

• A.1 Task List Screen
• A.2 Task Viewer Screen
• A.3 Select Item Screen
• A.4 Select User/Group Screen

B Managed Attachments Screens

• B.1 Managed Attachments Screen
• B.2 Content Check-In Form
• B.3 Configure Fields for Display Screen
• B.4 Content Information Screen
• B.5 Info Update Form
• B.6 Scan Document Screen
• B.7 Expanded Search Form
• B.8 Search Results Screen

Index